Jamie Lima is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Parsippany, NJ, with 19 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,086 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jamie is the President/Founder and CCO of Woodson Wealth Management, a full-time position. Jamie also owns Two Wishes, LLC DBA Two Wishes Homestead, and Allegiant Solutions LLC DBA Allegiant Divorce Solutions, dedicating minimal time to the latter. Additionally, Jamie works as a Wealth Advisor with Sax Wealth Advisors LLC, dedicating about 10% of their time.
Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Origin Financial
Woodson Wealth Management
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Presidio Capital Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.